“I’m growing with TBA, and working in a satisfying rhythm with fund companies – all with the continual help and knowledge imparted to me by my teammates.”

As a Distribution and Loan Specialist, I’m currently handling new applications for loans and withdrawals, including pulling assets from fund websites and preparing everything for review. I’m looking forward to quickly expanding my knowledge and deepening my skills.

I’ve done a little of everything in my career, including working in the restaurant industry and even at a local radio station. I got my start in the financial services field working for the Ponca Tribe of Nebraska as a Finance Clerk. I also gained experience with a small retirement administration firm where I updated contacts, created service agreements and fee disclosures, and handled quarterly statements. In that smaller firm, I wore a lot of hats but I really enjoyed the work, and began to fully pursue this field as a career.

I discovered TBA while looking at other opportunities in the retirement services field, and it’s been a great match. When I saw the longevity of many of the employees, I was seriously impressed and knew I’d made the right choice – especially after attending the annual staff conference. Everyone has been very welcoming to me. Now I look forward to being one of those long-term employees on the website!

AMY SCHLEPPENBACH
(248) 299-4100 ext. 226